Sutton Wealth Advisors’s Vital Energy VTLE Stock Holding History

Sutton Wealth Advisors’s Portfolio VTLE Stock Details VTLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4	Closed	-$206	–	1557
2022 Q4	$206	Sell	4 -196	-98%	-$12.1K	﹤0.01%	1590
2022 Q3	$12.6K	Hold	200	–	–	0.01%	826
2022 Q2	$13.8K	Buy	200 +13	+7%	+$1.04K	0.01%	797
2022 Q1	$14.8K	Buy	187 +183	+4,575%	+$13.3K	0.01%	820
2021 Q4	$241	Sell	4 -120	-97%	-$8.47K	﹤0.01%	1620
2021 Q3	$10.1K	Buy	+124	New	+$7.58K	﹤0.01%	908
2020 Q1	–	Sell	-350	Closed	-$20.1K	–	1262
2019 Q4	$20.1K	Buy	+350	New	+$17K	0.01%	601
2019 Q1	–	Sell	-240	Closed	-$17.4K	–	1230
2018 Q4	$17.4K	Buy	240 +85	+55%	+$8.92K	0.01%	568
2018 Q3	$25.3K	Buy	+155	New	+$27.1K	0.02%	504
2017 Q4	–	Sell	-37	Closed	-$9.67K	–	1113
2017 Q3	$9.67K	Hold	37	–	–	0.01%	774
2017 Q2	$7.87K	Hold	37	–	–	0.01%	803
2017 Q1	$10.9K	Hold	37	–	–	0.01%	687
2016 Q4	$10.6K	Hold	37	–	–	0.01%	680
2016 Q3	$9.65K	Hold	37	–	–	0.01%	673
2016 Q2	$7.84K	Buy	+37	New	+$8.16K	0.01%	682

Other funds holding VTLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's VTLE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Vital Energy (VTLE) in Q1 2023, closing a stake of 4 shares — an estimated $206 sold.

Sutton Wealth Advisors first reported a position in VTLE in Q2 2016 and held it in 15 quarters. The position peaked at $25.3K in Q3 2018. 180 funds tracked by Wall St. Rank hold VTLE as of Q1 2023.

Sutton Wealth Advisors reported no remaining Vital Energy position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 4 Vital Energy shares in Q1 2023, an estimated $206.
Sutton Wealth Advisors first reported a position in Vital Energy in Q2 2016 and held it in 15 quarters.
Sutton Wealth Advisors's Vital Energy position peaked at $25.3K in Q3 2018.
180 funds tracked by Wall St. Rank held Vital Energy as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.